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8 Million+ Ready Automations For 1100+ Apps
Integrately is a platform for customizing integrations between different services.
You can go to the Integrately page from your Boomerangme account: go to the integration section and find "Integrately", click "Connect".
Sign in or create an account.
To create a new automation click on "New automation", in the list of applications find "Boomerangme" and select it.
At the bottom of the screen you can see the possible triggers (left) and actions (right). You can also add another app to the automation. To do this, you need to click on "Select app 2".
Let's select the trigger "Customer created in Boomerangme" and the action "Create card in Boomerangme". Press the "Go" button.
Now follow the on-screen instructions: copy the webhook URL and set this webhook URL in your Boomerangme account.
Go back to the Integrately page and click on "I have set this URL in Boomerangme".
Now we need to create a customer in the Boomerangme account (play our trigger). It is better to wait 1-2 minutes as recommended by Integrately.
Next, we click "Done. Check if received"
Connect Boomerangme account using our Api key.
Let's customize the "Create card in Boomerangme" action: choose a card template from the drop-down list.
We also need to map the Customer Id field: click on Select field, in the window on the right side select the Map field tab and select the Data->Id field.
If you want to change the action or add a new one, click "Add or Modify Steps".
If the automation is ready, let's run a test action and activate it.
Done! Now when you create a customer, he will be given a card. You can continue the automation with the next action, for example, add an application so that the link to install the card is sent to the customer by sms or email.